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Fund Evaluation Group’s Walmart Inc WMT Stock Holding History

Fund Evaluation Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-60,075
Closed -$1.88M – 84
2018
Q3 		$1.88M Sell
60,075
-13,200
-18% -$404K 0.31% 27
2018
Q2 		$2.09M Hold
73,275
– – 0.33% 24
2018
Q1 		$2.17M Sell
73,275
-33,390
-31% -$1.07M 0.24% 21
2017
Q4 		$3.51M Buy
+106,665
New +$3.26M 0.38% 17

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fund Evaluation Group's WMT Position: Q4 2018 in Review

Fund Evaluation Group sold out of Walmart Inc (WMT) in Q4 2018, closing a stake of 60,075 shares — an estimated $1.88M sold.

Fund Evaluation Group first reported a position in WMT in Q4 2017 and held it in 4 quarters. The position peaked at $3.51M in Q4 2017. 1,916 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Fund Evaluation Group reported no remaining Walmart Inc position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 60,075 Walmart Inc shares in Q4 2018, an estimated $1.88M.
  • Fund Evaluation Group first reported a position in Walmart Inc in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Walmart Inc position peaked at $3.51M in Q4 2017.
  • 1,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.